Trusted advisor to HNI and Ultra-HNI families across the GCC, focused on Indian investments, cross-border wealth planning and NRI financial goals.
Srivathsan has spent over 13 years in the Gulf advising HNI and Ultra-HNI families on their finances. His work covers Indian investments, cross-border wealth planning, tax, and real estate, with a focus on keeping everything under one roof for the client.
He holds a B.E. in Computer Science and an MBA in Finance and International Business. That background shapes how he approaches portfolios: structured, numbers-first, with an eye for risk that many purely finance-trained advisors miss.
Within the NRI community across the GCC, he is known as the advisor people call when things get complex. Indian mutual funds, ITR filing, DTAA, TRC, property in India, global allocation, he handles all of it and connects the dots between them.
He serves as Vice President, covering the Middle East and Africa region.
Whether you want a second opinion on your Indian portfolio, help with a cross-border move, or just want to talk through your options, reach out directly.